Period #5:Industrialization and Global Integration, c. 1750 C.E. - 1900 C.E.
Key Concepts - Study Guide
Note: the question “numbers” are my own customization, and do NOT reflect official College Board designation.
Key Concept 5.1 Industrialization and
Global Capitalism
5.1 How did Industrialization affect seemingly
unrelated fields like social structures, culture,
(arts, religion, literature) & the economy?
5.1.I How did Industrialization change how
goods were produced? (around the world)
Answer
“Factoids”
Concepts & Relevant Factual Examples in Underline
Industrialization fundamentally altered the production of goods around
the world. It not only changed how goods were produced and consumed,
as well as what was considered a “good,” but it also had far reaching
effects on the global economy, social relations and culture. Although
it is common to speak of an “Industrial Revolution,” the process of
industrialization was a gradual one that unfolded over the course of the
eighteenth and nineteenth centuries, eventually becoming global.
5.1.I.A What combination of factors were
necessary to begin the Ind Rev?
A variety of factors led to the rise of industrial production: Europe’s
location on the Atlantic ocean; the geographical distribution of coal,
iron, and timber; European demographic changes; urbanization;
improved agricultural productivity; legal protection of private property; an
abundance of rivers and canals; access to foreign resources; and the
accumulation of capital.
5.1.I.B What “fueled” (both literally and
metaphorically) the Ind Rev?
The development of machines, including steam engines and the internal
combustion engine, made it possible to exploit vast new resources of
energy stored in fossil fuels, specifically coal and oil. The “fossil fuels”
revolution greatly increased the energy available to human societies.
• steam engine
• internal
combustion
• fossil fuels
5.1.I.C How did factories change the nature
of labor itself?
The development of the factory system concentrated labor in a single
location and led to an increasing degree of specialization of labor.
• specialization of
labor
5.1.I.D Where did factories start, and where/ As the new methods of industrial production became more common in
how did the factory system spread?
parts of northwestern Europe, they spread to other parts of Europe and
the United States, Russia and Japan.
5.1.I.E What was the “2nd Ind Rev?” How
did the Ind Rev affect the role of science
in larger society?
• NW Europe > Europe, US,
Japan
The “second industrial revolution” led to new methods in the production
• 2nd Ind Rev
of steel, chemicals, electricity and precision machinery during the second • steel
half of the nineteenth century.
• chemical
• electricity
Period #5:Industrialization and Global Integration, c. 1750 C.E. - 1900 C.E.
Key Concepts - Study Guide
5.1.II How did the Ind Rev influence world
trade overall?
New patterns of global trade and production developed and further
integrated the global economy as industrialists sought raw materials and
new markets for the increasing amount and array of goods produced in
their factories.
5.1.II.A What raw materials were commonly
exported to industrialized areas?
The need for raw materials for the factories and increased food supplies
for growing population in urban centers led to the growth of export
economies around the world that specialized in mass producing single
natural resources. (such as cotton, rubber, palm oil, sugar, wheat, meat
or guano) The profits from these raw materials were used to purchase
finished goods.
5.1.II.B As industrial production rose, what
type(s) of production declined?
The rapid development of industrial production contributed to the decline
of economically productive, agriculturally-based economies. (such as
textile production in India)
5.1.II.C What “new” markets did industrialized states look for/create for their
exports?
The rapid increases in productivity caused by industrial production
encouraged industrialized states to seek out new consumer markets for
their finished goods (such as British and French attempts to “open up”
the Chinese market during the nineteenth century)
5.1.II.D What role did monetary and
precious metals play in the Ind Rev?
The need for specialized and limited metals for industrial production,
as well as the global demand for gold, silver and diamonds as forms
of wealth led to the development of extensive mining centers. (such as
copper mines in Mexico or gold and diamond mines in South Africa)
5.1.III How did the Ind Rev affect the scale of
businesses and overall economic activity?
The global nature of trade and production contributed to the proliferation
of large scale transnational businesses. (such as bicycle tires, the
United Fruit Company or the HSBC-Hong Kong & Shanghai Banking
Corporation)
• mercantilism (cont’d
from previous era)
• “cash crops” (sugar,
cotton, rubber)
• Lord Macartney’s
mission, Qianlong
• Cecil Rhodes
• multi-national
businesses
• Adam Smith’s Wealth
5.1.III.A How did intellectuals explain, &
industrialists legitimize the economic
changes of the Indl Rev
of Nations
The ideological inspiration for economic changes lies in the development
• laissez-faire capitalism
of capitalism and classical liberalism associated with Adam Smith and
• corporations
John Stuart Mill.
5.1.III.C What financial institutions facilitated
industrial production?
To facilitate investments at all levels of industrial production, financiers
developed and expanded various financial institutions. Financial
instruments expanded. (such as stock markets, insurance, the gold
standard or limited liability corporations)
Period #5:Industrialization and Global Integration, c. 1750 C.E. - 1900 C.E.
Key Concepts - Study Guide
5.1.IV What were the important developments
in transportation during the Ind. Rev?
There were major developments in transportation and communication
including railroads, steamships, telegraphs and canals
• steam-powered: RRs,
ships
• canals (Oxford, Erie,
Suez, Panama)
• tele-: -graph, -phone,
5.1.V What were the (categories of) responses
to the Industrial Revolution?
In industrialized states, many workers organized themselves to improve
working conditions, limit hours and gain higher wages while others
opposed capitalist exploitation of workers by promoting alternative
visions of society. (such as Utopian socialism, Marxism or anarchism)
• Karl Marx, Communist
Manifesto
• Utopian socialism,
Robert Owens
5.1.V.A How did workers respond to the Ind.
Rev., and how did their vision of society
compare to industrialists’?
5.1.V.B How did gov’ts respond to the
tremendous economic changes?
In Qing China and the Ottoman Empire some members of the government resisted economic change and attempted to maintain pre-industrial
forms of economic production. In a small number of states, governments
promoted their own state-sponsored visions of industrialization. (such
as the economic reforms of Meiji Japan, the development of factories
and railroads in Tsarist Russia, China’s Self-Strengthening program or
Muhammad Ali’s development of a cotton textile industry in Egypt)
5.1.V.D How and why did some governments In response to criticisms of industrial global capitalism some
reform because of the Ind Rev?
governments mitigated the negative effects of industrial capitalism by
promoting various types of reforms. (such as state pensions and public
health in Germany, expansion of suffrage in Britain or public education in
many states)
5.1.VI How did the Industrial Revolution affect
social and demographic characteristics?
5.1.VI.A What socio-economic classes
changes developed?
New social classes, including the middle class and the industrial working
class, developed.
5.1.VI.B How did the Industrial Revolution
affect family relationships, gender roles,
and society’s overall demographic
composition?
Family dynamics, gender roles and demographics changed in response
to industrialization.
5.1.VI.C What opportunities and challenges
Rapid urbanization that accompanied global capitalism often led to
to “communities” developed because of the unsanitary conditions, as well as to new forms of community
Industrial Revolution?
• Tokugawa - Meiji
transition
• China: Opium Wars,
Self- Strengthening
Movement,
• Russia, Sergei Witte &
Trans- Siberian RR
Period #5:Industrialization and Global Integration, c. 1750 C.E. - 1900 C.E.
Key Concepts - Study Guide
Key Concept 5.2 Imperialism and Nation-State
Formation
5.2 What are the similarities & differences
between colonialism and imperialism? How did
imperialism affect Europe’s influence around
the world?
5.2.I Which area(s) of the world became
imperial powers, and why did they
imperialize while other areas did not?
Answer
Concepts & Relevant Factual Examples in Underline
As states industrialized during this period, they also expanded
existing overseas colonies and established new types of colonies and
transoceanic empires. Regional warfare and diplomacy both resulted
in and were affected by this process of modern empire-building. The
process was led mostly by Europe, although not all states were affected
equally, which led to an increase of European influence around the
world. The United States and Japan also participated in this process.
The growth of new empires challenged the power of existing landbased empires of Eurasia. New ideas about nationalism, race, gender,
class and culture also developed that both facilitated the spread of
transoceanic empires and new states, as well as justifying anti-imperial
resistance and the formation of new national identities.
5.2.I.A Which states increased their influence States with existing colonies (such as the British in India or the Dutch
and control over their pre-existing colonies, in Indonesia) strengthened their control over those colonies. European
and which saw their influence decrease?
states (such as the British, the Dutch, the French, the Germans or the
Russians) as well as the Americans and the Japanese established
empires in throughout Asia and the Pacific, while Spanish and
Portuguese influence declined.
5.2.I.C What methods and tactics did
industrialized states use to establish and
expand their empires?
Many European states used both warfare and diplomacy to establish
empires in Africa (such as Britain in West Africa or Belgium in the
Congo)
In some parts of their empires, Europeans established settler colonies.
(such as the British in southern Africa, Australia and New Zealand, or the
French in Algeria)
In other parts of the world, industrialized states practiced economic
imperialism. (such as the British and French expanding their influence
in China through the Opium Wars or the British and the United States
investing heavily in Latin America)
The expansion of U.S. and European influence over Tokugawa Japan
led to the emergence of Meiji Japan.
“Factoids”
Period #5:Industrialization and Global Integration, c. 1750 C.E. - 1900 C.E.
Key Concepts - Study Guide
5.2.II How did imperialism help, hurt, or change The United States, Russia and Qing China emulated European
various states?
transoceanic imperialism by expanding their land borders and
conquering neighboring territories.
5.2.II.C How did anti-imperialism affect the
Ottoman Empire’s territories?
Anti-imperial resistance led to the contraction of the Ottoman Empire.
(such as the establishment of independent states in the Balkans, semiindependence in Egypt. French and Italian colonies in North Africa or
later British influence in Egypt)
5.2.II.D What were the effects of nationalism
on various peoples and regions?
New states (such as the Cherokee nation, Siam, Hawai’i or the Zulu
kingdom) developed on the edges of empire. The development and
spread of nationalism as an ideology fostered new communal identities.
(such as the German nation, Filipino nationalism or Liberian nationalism)
5.2.III How did imperialists justify imperialism?
New racial ideologies, especially Social Darwinism, facilitated and
justified Imperialism.
Period #5:Industrialization and Global Integration, c. 1750 C.E. - 1900 C.E.
Key Concepts - Study Guide
Key Concept 5.3 Nationalism,
Revolution, and Reform
5.3 How did both the Enlightenment &
colonized peoples’ actions affect political
developments after 1750? How did political
rebellions affect political structures &
ideologies around the world?
5.3.I What role did the Enlightenment
play in making political revolutions &
rebellions possible?
5.3.I.A How did Enlightenment thinkers
affect understandings of the
relationship between the natural world
and humans?
5.3.I.B How did the Enlightenment
evaluate the role of religion in public
life?
5.3.I.C What new political ideas re: the
individual, natural rights, and the
social contract did the Enlightenment
develop?
5.3.I.D What social & political norms did
Enlightenment thinkers challenge?
What were the effects of their
questioning?
Answer
Concepts & Relevant Factual Examples in Underline
The eighteenth century marked the beginning of an intense period
of revolution and rebellion against existing governments and the
establishment of new nation-states around the world. Enlightenment
thought and the resistance of colonized peoples to imperial centers shaped
this revolutionary activity. These rebellions sometimes resulted in the
formation of new states and stimulated the development of new ideologies.
These new ideas in turn further stimulated the revolutionary and antiimperial tendencies of this period.
The rise and diffusion of Enlightenment thought that questioned established
traditions in all areas of life often preceded the revolutions and rebellions
against existing governments.
Thinkers (such as Voltaire or Rousseau) applied new ways of understanding the natural world to human relationships, encouraging observation
and inference in all spheres of life.
Intellectuals critiqued the role that religion played in public life, insisting on
the importance of reason as opposed to revelation
Enlightenment thinkers (such as Locke or Montesquieu) developed new
political ideas about the individual, natural rights and the social contract.
They also challenged existing notions of social relations which led to the
expansion of rights as seen in expanded suffrage, the abolition of slavery
and the end of serfdom as their ideas were implemented.
“Factoids”
Period #5:Industrialization and Global Integration, c. 1750 C.E. - 1900 C.E.
Key Concepts - Study Guide
5.3.II What is the basis of national
identity and nationalism? How did
governments use these new ideas on
their populations?
Beginning in the 18th century peoples around the world developed a new
sense of commonality based on language, religion, social customs and
territory. These newly imagined nat’l communities linked this identity w/ the
borders of the state while gov’ts used this idea to unite diverse populations.
5.3.III Why did reform and revolutionary
movements arise during the “long 19th
century?”
5.3.III.A How did subject peoples relate to Subjects challenged the centralized imperial governments (such as the
their ruling governments?
challenge of the Marathas to the Mughal Sultans)
5.3.III.B How did rebellions and
revolutions in the Americas and
Europe reflect Enlightenment ideals?
American colonial subjects led a series of rebellions which facilitated the
emergence of independent states in the United States, Haiti and mainland
Latin America. French subjects rebelled against their monarchy. These
revolutions generally attempted to put the Enlightenment’s political theory
into practice. Evidence of this can be found in the American Declaration of
Independence, the French Declaration of the Rights of Man and Citizen or
Bolivar’s Jamaica Letter.
5.3.III.C How did slaves’ resistance affect
existing authorities in the Americas?
Slave resistance (such as the establishment of Maroon societies)
challenged existing authorities in the Americas.
5.3.III.D What was the relationship
between nationalism and anticolonialism?
Increasing questions about political authority and growing nationalism
contributed to anti-colonial movements. (such as the Indian Revolt of 1857
or the Boxer Rebellion)
5.3.III.E How did religion influence
nationalism?
Some of the rebellions were influenced by religious ideas and
millenarianism. (such as the Taiping Rebellion, the Ghost Dance or the
Xhosa cattle killing)
5.3.III.F How did imperial governments
react to nationalistic rebellions?
Responses to increasingly frequent rebellions led to reforms in imperial
policies. (such as the Tanzimat movement or the Self-Strengthening
Movement)
• Sepoy Mutiny
• Boxer Rebellion
Period #5:Industrialization and Global Integration, c. 1750 C.E. - 1900 C.E.
Key Concepts - Study Guide
5.3.IV What other new ideologies did the
Enlightenment stimulate?
5.3.IV.A What new political ideologies
developed from ca. 1750-1900?
5.3.IV.B What people or issues did
Enlightenment thinkers ignore or
overlook?
The global spread of European political and social thought and the
increasing number of rebellions stimulated new transnational ideologies
and solidarities.
Discontent with monarchist and imperial rule encouraged the development
of political ideologies including liberalism, socialism and communism.
Demands for women’s suffrage and an emergent feminism challenged
political and gender hierarchies. (such as Mary Wollstonecraft’s “A
Vindication of the Rights of Women,” Olympe de Gouges’ “Declaration of
the Rights of Women and the Female Citizen” or the resolutions passed at
the Seneca Falls Conference in 1848)
• Suffrage
• Wollstonecraft
• Emmeline Pankhurst
• Olympe de Gouge
• Seneca Falls
Convention
Period #5:Industrialization and Global Integration, c. 1750 C.E. - 1900 C.E.
Key Concepts - Study Guide
Answer
Key Concept 5.4 Global Migration
Concepts & Relevant Factual Examples in Underline
“Factoids”
Period #5:Industrialization and Global Integration, c. 1750 C.E. - 1900 C.E.
Key Concepts - Study Guide
5.4 How did migrations in this period compare to
earlier periods? What were the main social,
economic, and political causes and effects of
this new age of migration?
5.4.I How did the Industrial Revolution affect
migration patterns during this period?
Migration patterns changed dramatically throughout this period and
the numbers of migrants increased significantly. These changes
were closely connected to the development of transoceanic empires
and a global capitalist economy. In some cases, people benefitted
economically from migration, while other peoples were seen simply
as commodities to be transported. In both cases, migration produced
dramatically different societies for both sending and receiving societies
and presented challenges to governments in fostering national identities
and regulating the flow of people.
Migration in many cases was influenced by changes in demography
in both industrialized and unindustrialized societies that presented
challenges to existing patterns of living.
5.4.I.A What were the causes of world
population growth?
Changes in food production and improved medical conditions
contributed to a significant global rise in population.
5.4.I.B How did new modes of
transportation affect migration?
Because of the nature of the new modes of transportation, both internal
and external migrants increasingly relocated to cities. This pattern
contributed to the significant global urbanization of the nineteenth
century.
5.4.II Why did people migrate?
5.4.II.A What were the economic motives
behind migration?
5.4.II.B What types of migration were
voluntary vs. involuntary?
Many individuals (such as manual laborers or specialized professionals)
chose freely to relocate, often in search of work.
The new global capitalist economy continued to rely on coerced and
semi-coerced labor migration, including slavery, Chinese and Indian
indentured servitude and convict labor.
5.4.II.C How permanent were migrations?
While many migrants permanently relocated, a significant number of
temporary and seasonal migrants returned to their home societies. (such
as Japanese agricultural workers in the Pacific, Lebanese merchants in
the Americas or Italians in Argentina)
5.4.III What were the social consequences and
reactions to 19th century migrations?
The large scale nature of migration, especially in the nineteenth century,
produced a variety of consequences and reactions to the increasingly
diverse societies on the part of migrants and the existing populations.
Period #5:Industrialization and Global Integration, c. 1750 C.E. - 1900 C.E.
Key Concepts - Study Guide
5.4.III.A How were gender roles affected by
migration?
Due to the physical nature of the labor in demand, migrants tended to be
male, leaving women to take on new roles in the home society that had
been formerly occupied by men.
5.4.III.B How did migrants preserve and
transplant their culture in their new homes? Migrants often created ethnic enclaves, (such as concentrations of
Chinese and Indians in different parts of the world) which helped
transplant their culture into new environments and facilitated the
development of migrant support networks.
5.4.III.C How did receiving societies react to
the new presence of foreign migrants?
Receiving societies did not always embrace immigrants, as seen in
various degrees of ethnic and racial prejudice and the ways states
attempted to regulate the increased flow of people across their borders.
(such as the Chinese Exclusion Act or the White Australia Policy)